Taulia experience center
SUPPLIER SUPPORT SERVICES
SUPPLIER SUPPORT SERVICES
New to Taulia? There’s a guide for that! Let us guide you so you can quickly get started.
Finding capital for your business shouldn’t be complicated.Join the thousands of business who use Taulia to get paid early on their invoices.
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The Virtual Card Program functionality provided through the Taulia portal is disabled by default. Customers must initiate a Taulia-enabled Virtual Card program through their CSM contact.
Please find below instructions on how to configure suppliers to receive payment through Virtual Cards:
1 - Log onto the Home page of the portal.
2 - Go to the Suppliers menu and select Supplier Center.
3 - Please select the supplier/s that will use Virtual Cards as a payment method and click on the Edit Card Program button.
4 - Select the service provider from the drop-down menu and hit the Save button.
5 - You can see that the supplier has been assigned to the Card Program and that the supplier needs attention to complete the setup. Please click on the supplier name from the list.
6 - Please click on the three dots beside the “Missing Card Delivery Email” warning in the Program table.
7 - Buyer enters the supplier’s requested Card Delivery Email address and click on the Save button.
8 - Now all approved invoices that reach maturity will now be paid via card and updated accordingly in the ERP after card issuance.
New to Taulia? There’s a guide for that! Let us guide you so you can quickly get started.
If you have more than one customer using the Taulia Portal and you need access to two or more accounts with the same login, you can combine your customers to one login.
When an invoice is returned with an "Incomplete" status, it means the invoice did not pass some validation rules set by your customer.
Create a credit note for an invoice you have submitted.
Cashflow™ is a feature that enables you to automatically receive early payments after an invoice is approved by your customer.
You can manage your account users in the portal and provide different levels of access.
Manage your bank information through the portal!
